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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,560 | $81,334-64.9% | $113,397-74.8% | $64,097-55.4% |
| Participation rate | 36.0% | 65.6%-29.6pp | 76.5%-40.5pp | 55.2%-19.2pp |
| Annual return | 33.92% | 32.50%+1.4pp | 23.20%+10.7pp | 34.64%-0.7pp |
| Employer contribution / active EE | $831 | $2,077-60.0% | $2,977-72.1% | $1,891-56.1% |
| Participant deferral / active EE | $2,219 | $3,795-41.5% | $5,076-56.3% | $3,080-28.0% |
| Admin fee / account holder | $1,038 | $4,208-75.3% | $11,957-91.3% | $3,454-70.0% |